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The Kohli Exchange

37 Episodes

16 minutes | Mar 9, 2022
E36: Financial Markets - Volatility (Round 2) w/ Dustin Cleghorn
We are back with Dustin Cleghorn from CIBC for Round on the Financial Markets… Today we focus more on volatility (pretty timely, no?) and discuss:  ETF’s vs Individual Securities Bonds vs. Equity Measuring Marketing Volatility  Emotional IQ needed in a Market Selloff Compound Interest Listen in via Apple Podcast, Spotify, or wherever you listen to your podcasts!  Also can be found on www.thekohliexchange.com
19 minutes | Feb 16, 2022
E35: Equity Markets: Investing, Volatility, Inflation w/ Dustin Cleghorn
Have you been enjoying the volatility in the markets?  Join us as we speak with Dustin Cleghorn from CIBC to discuss key topics on the Equity Markets: 2021 Recap Volatility in the Markets Adjusting for Inflation Time in the Market vs. Timing the Market Truly appreciate all of the support from our listeners!  Be sure to like, share and subscribe! 
17 minutes | Feb 2, 2022
E34: Planning for your Future Self w/ Richard Cremasco
We are back with Richard Cremasco talking about how to utilize insurance to plan for your future self... Today we will discuss:  Tax Elimination via Charitable Donation Planning for your Future Self Don’t become Insurance Poor Doubling your Wealth every 4-6 yrs Millionaire Mindset Be sure to like, share and subscribe!  
22 minutes | Jan 26, 2022
E33: Round 2 on the Car Market w/ Amit Kohli
Thank you to our listeners for the great feedback received on the last episode on the Car Market...!  We appreciate you!   We wanted to come back to answer some of the follow up questions we received,  so our very own expert in the car biz, Amit Kohli, is here to answer everyone’s questions.  Today we discuss:  True Cost of Ownership Specific Cars Providing an ROI Down Payments – Should I? Buying / Selling Used - Things to Know Buying with Bad Credit You can listen in via Apple Podcast, Spotify or wherever you listen to your podcasts.  You can also listen in on our website http://www.thekohliexchange.com   Thanks again for the feedback!  Keep it coming! 
26 minutes | Jan 19, 2022
E32: Auto Market - Cars Providing an ROI & Finance vs. Lease w/ Amit Kohli
Today we speak with none other than TKE co-host Amit Kohli about his true passion, cars, cars and more cars!  He provides his latest guidance on topics including:  Update on the current car market Supply vs. demand imbalance Cars providing an ROI Buying vs. Leasing – which one is right for you You can listen in via Apple Podcast, Spotify or wherever you listen to your podcasts.  You can also listen in on our website www.thekohliexchange.com
30 minutes | Jan 12, 2022
E31: When to use Spousal vs. Testamentary Trusts w/ Alex Di Lello
We are back with our resident accounting expert, Alex Di Lello from RLB, discussing some complicated Estate topics, including:    • Planning considerations in multi-generational families • Planning considerations with 2nd marriages • Planning considerations if and when the primary income earner passes • When to use Spousal Trusts  • When to use Testamentary Trusts • Benefits of Pipeline Planning   Consider listening to this 25 min episode an investment with massive dividends!  Be sure to listen in!  
22 minutes | Jan 5, 2022
E30: Wills Gone Bad w/ Alex Di Lello
Happy New Year TKE Listeners!  Wishing you a very happy & healthy New Year to you and yours!  We are back from holidays, and speaking with resident accounting expert, Alex Di Lello, Sr. Accounting Mgr from RLB.  We are going to take a deeper dive in Will’s, and discuss some pitfalls when you create them.  In the episode, we will discuss:  • Examples of Wills gone bad • Family communication is key • Primary and secondary Wills • Tracking of net worth for both Wills Next week, we will get into Will considerations for Multi-Generational families.  Don’t miss out on either!   Listen in via Apple Podcast, Spotify or wherever you listen to podcast.  You can also listen in via http://www.thekohliexchange.com.
20 minutes | Dec 15, 2021
E29: Tiny Homes & Rental Market Strategies w/ Faisal Susiwala
We are back with Canada's Top Real Estate Agent @Faisal Susiwala as we discuss some very important topics including:  Tiny homes as an investment & its impact Rental market resulting in bidding wars Unique renter strategies on how to secure Rental considerations from the Landlord perspective You can listen to the full episode on Apple Podcast, Spotify, or wherever you get your podcast.  Can also listen in at www.thekohliexchange.com.  Be sure to like, share and subscribe!
27 minutes | Dec 8, 2021
E28: Get Inspired with this Entrepreneurship Growth Story w/ Coco Vodka Coco Rum!
We are back with the Entrepreneurship Series!  We interview co-founders Mark Convery & Av Grewal of Coco Vodka Coco Rum.  Learn how they were able to scale their new product across North America in just over 1 year!  Topics discussed include:  Managing the peaks and valleys of entrepreneurship Importance of Branding Use of Influencers Keeping it Lean & Efficient Need for Persistence & Prioritization www.thekohliexchange.com
24 minutes | Dec 1, 2021
E27: Get in the Know on Proposed Tax Legislation w/ Alex Di Lello
We got something for everyone in this episode!  We speak with our resident tax expert, Alex Di Lello, Sr. Accounting Mgr from RLB, about proposed tax legislation that we could see in 2022…  For our investors – changes to the Capital Gain Tax For our car lovers – the new Luxury Tax For our house flippers – the potential Anti Flipping Tax For our first time home buyers – the First Home Savings Account  For our business owners - Immediate expensing of capital asset purchases You can listen to the full episode on Apple Podcast, Spotify, or wherever you get your podcasts!  You can also listen in via www.thekohliexchange.com.  
27 minutes | Nov 24, 2021
E26: Potential Upcoming Interest Rate Hikes & Credit Score Mgmt. w/ Naveed Malik
We are back with resident mortgage expert Naveed Malik discussing:  Latest on Interest Rates  Potential Interest Rate Hikes in the New Year How to Improve Your Credit Score Ways to Protect / Manage your Credit Score 
20 minutes | Nov 17, 2021
E25: Real Estate - Market Update with Faisal Susiwala
We are back with none other than top  agent Faisal Susiwala.  Today we discuss:  Market Update Predictions for Next Year Where to Invest Condo Investment Considerations
9 minutes | Nov 10, 2021
E24: Season 2 - Welcome back to The Kohli Exchange!
Welcome back to The Kohli Exchange, Season 2, starting tomorrow Wednesday Nov 10th.Looking forward to deep dive into some great topics this season, including:- Real Estate - Latest market trends, where to invest with @faisalsusiwala- Accounting Policy Changes with the recent Liberal win with @alex.dilello- Rental Market - How to secure with the limited inventory with @faisalsusiwala- New Business Growth with @enjoycocolife- Wills & Estate - Accounting considerations with @alex.dilello- Auto - Buy vs. Lease with @amit.s.kohli- Equity Marketsand many more.... !You can listen in on Apple Music, Spotify, Google Podcast, Amazon Music or wherever you get your podcasts. You can also listen in on our website www.thekohliexchange.com
29 minutes | Jun 30, 2021
E23: Getting Access to Capital through 2nd Mortgages - w/ Naveed Malik
Back with Mortgage Specialist Naveed Malik to discuss 2nd Mortgages, with specifics on:  The overall market with specifics on rates, fee’s, other costs to be aware of Products in the market and how they can benefit those that need capital quickly Tips and Traps for both Borrowers and Lenders
37 minutes | Jun 23, 2021
E22: How's your kids mental health? w/ Dr. Orietta Coz
Focusing on our kids mental health on this one! Listen in as we speak with Psychologist Dr. Orietta Coz on:  Anxiety coming out of the pandemic  Social media & gadget usage Eating disorders Managing balance within your kids daily schedule
31 minutes | Jun 16, 2021
E21: Intro to Cryptocurrencies (Part 2 of 2) - w/ Bryce Alderson
In Part 2 of the interview with Bryce Alderson, we will discuss: •How to purchase crypto (including Canadian based ETF's that are eligible for RRSP/TFSA)•The basics behind crypto lending - Centralized vs Decentralized Finance •The overall thesis behind crypto And don't forget, you can now also listen in via our newly launched website at www.thekohliexchange.com 
29 minutes | Jun 9, 2021
E20: Intro to Cryptocurrencies (Part 1 of 2) - w/ Bryce Alderson
Ever feel left out when you hear people talk about cryptocurrencies?  Learn the basics of this asset with Part 1 of our interview with expert Bryce Alderson as we talk about:  The basics & premise behind cryptocurrencies The key differences between the two main currencies - Bitcoin & Ethereum In Part 2 of the interview, we will discuss:  How to purchase crypto The basics behind crypto lending - Centralized vs Decentralized Finance  The overall thesis behind crypto  Enjoy!
29 minutes | Jun 2, 2021
E19: Serial Entrepreneur Kristy Miller - Building a 7 figure business from scratch in just a few years
Listen in as we speak with Kristy Miller from The Scented Market as we discuss:  How she developed a brand from scratch, and turned it into a 7 figure business How she has utilized social media to expand her reach How she dealt with big box retailers staying true to her brand
22 minutes | May 26, 2021
E18: Myths & Tips on Auto Insurance - w/ Tyler Oberholzer
Want to know some tips on Auto Insurance?  Listen in as we speak with Tyler Oberholzer from AllState on :  Tips to follow to maximize savings Myths to stop worrying about Types of providers and how to choose
25 minutes | May 19, 2021
E17: How well do you know your Home Insurance policy? - w/ Tyler Oberholzer
Listen in as we speak with Tyler Oberholzer from AllState on home insurance policies.  Topics covered in this episode include:  Deductibles & Claims Contents Coverage Rental Property Insurance Considerations
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